Client Services Officer - Financial Planning

FS Recruitment Solutions; Sydney; On-site; AUD 60,000 - 78,000; Full time

Job summary

FS Recruitment Solutions in Sydney's southern suburbs is seeking a Client Services Officer for a respected financial planning and accounting firm. You will work closely with advisers, clients and providers to move advice from recommendation through to implementation, delivering a seamless client experience.

You'll support client reviews, prepare documentation, liaise with platforms and fund managers, and build strong relationships while maintaining accurate records in a fast-paced environment.

Qualifications

• Experience in financial planning administration or client services.
• Strong communication and relationship-building skills.
• Excellent organisation and attention to detail.
• A proactive, solutions-focused approach.
• Ability to manage multiple priorities in a fast-paced environment.
• Confidence using Microsoft 365 and financial planning software.
• Experience with AdviserLogic or similar software will be highly regarded.

Responsibilities

• Support advisers through the end-to-end implementation of financial advice.
• Manage client reviews, meeting preparation and ongoing service requirements.
• Prepare advice documentation, applications and client correspondence.
• Build strong client relationships and act as a key point of contact.
• Liaise with platforms, fund managers, insurers and product providers.
• Maintain accurate records and support compliance requirements.
• Ensure client matters are progressed efficiently and professionally.

Skills

Financial planning

Client services

Communication

Organization

Multi-tasking

Tools

Microsoft 365

Financial planning software

AdviserLogic

Job description

FS Recruitment Solutions – Sydney Southern Suburbs NSW

Client Services Officer - Financial Planning and Advice

The opportunity

Join a respected Financial Planning and Accounting firm with a strong presence across the Sutherland Shire. Supporting a large and loyal client base, the business combines experienced advisers, accountants and established systems with a genuine team culture where people are valued and supported to grow.

This is a true client-facing role where you will work closely with advisers, clients and external providers to keep advice strategies moving from recommendation through to implementation. You will play a key role in delivering a seamless client experience while gaining exposure to a broad range of wealth, retirement and insurance strategies.

Key responsibilities

• Support advisers through the end-to-end implementation of financial advice.
• Manage client reviews, meeting preparation and ongoing service requirements.
• Prepare advice documentation, applications and client correspondence.
• Build strong client relationships and act as a key point of contact.
• Liaise with platforms, fund managers, insurers and product providers.
• Maintain accurate records and support compliance requirements.
• Ensure client matters are progressed efficiently and professionally.

Experience required

• Experience in financial planning administration or client services.
• Strong communication and relationship-building skills.
• Excellent organisation and attention to detail.
• A proactive, solutions-focused approach.
• Ability to manage multiple priorities in a fast-paced environment.
• Confidence using Microsoft 365 and financial planning software.
• Experience with AdviserLogic or similar software will be highly regarded.

What's on offer

• Join a successful, growing Financial Planning and Accounting firm.
• Supportive leadership and an engaged team culture.
• Exposure to sophisticated advice strategies and diverse clients.
• Ongoing training, mentoring and professional development.
• Clear career progression opportunities.
• Flexible working arrangements and work-life balance.
• Long-term stability within an established business.

If you are an experienced Client Service Officer looking for a role with variety, responsibility and genuine career growth, this is an opportunity to become an integral part of a highly regarded advice team.